Key Financial Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Key Financial Inc’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$588K	Hold	4,029	–	–	0.1%	161
2025 Q4	$561K	Hold	4,029	–	–	0.1%	160
2025 Q3	$564K	Hold	4,029	–	–	0.1%	159
2025 Q2	$547K	Sell	4,029 -280	-6%	-$37.1K	0.11%	158
2025 Q1	$585K	Hold	4,309	–	–	0.13%	141
2024 Q4	$569K	Hold	4,309	–	–	0.13%	139
2024 Q3	$612K	Buy	4,309 +180	+4%	+$24.3K	0.14%	138
2024 Q2	$525K	Sell	4,129 -80	-2%	-$10.3K	0.13%	139
2024 Q1	$552K	Hold	4,209	–	–	0.14%	128
2023 Q4	$526K	Buy	4,209 +180	+4%	+$21.1K	0.14%	118
2023 Q3	$463K	Hold	4,029	–	–	0.16%	110
2023 Q2	$494K	Hold	4,029	–	–	0.16%	113
2023 Q1	$498K	Buy	4,029 +319	+9%	+$40.1K	0.18%	102
2022 Q4	$414K	Hold	3,710	–	–	0.2%	102
2022 Q3	$414K	Hold	3,710	–	–	0.19%	102
2022 Q2	$447K	Buy	3,710 +865	+30%	+$108K	0.24%	79
2022 Q1	$364K	Buy	2,845 +650	+30%	+$82.2K	0.18%	108
2021 Q4	$283K	Hold	2,195	–	–	0.14%	119
2021 Q3	$258K	Hold	2,195	–	–	0.15%	124
2021 Q2	$270K	Hold	2,195	–	–	0.15%	122
2021 Q1	$259K	Hold	2,195	–	–	0.17%	118
2020 Q4	$233K	Sell	2,195 -13	-0.6%	-$1.31K	0.17%	110
2020 Q3	$204K	Buy	+2,208	New	+$208K	0.21%	111
2020 Q2	–	Sell	-2,208	Closed	-$179K	–	527
2020 Q1	$179K	Sell	2,208 -170	-7%	-$16.8K	0.18%	99
2019 Q4	$256K	Buy	+2,378	New	+$250K	0.24%	88

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Key Financial Inc's SDY Position: Q1 2026 in Review

Key Financial Inc held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 4,029 shares worth $588K. The position accounts for 0.1% of the portfolio, ranked #161.

Key Financial Inc first reported a position in SDY in Q4 2019 and has held it in 25 quarters since. The position peaked at $612K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Key Financial Inc held 4,029 shares of State Street SPDR S&P Dividend ETF worth $588K as of Q1 2026.
Key Financial Inc left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.1% of Key Financial Inc's portfolio in Q1 2026, its #161 holding.
Key Financial Inc first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 25 quarters since.
Key Financial Inc's State Street SPDR S&P Dividend ETF position peaked at $612K in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.